Tech Stocks and Semiconductor Surge

This chapter explores the recent revival of tech stocks, with a significant focus on the impressive gains of semiconductor ETFs and key players in the market, such as NVIDIA and Micron. It discusses the factors driving this trend, including easing export restrictions and strong earnings reports, while also addressing Apple's mixed reception during its recent developer conference. The conversation emphasizes the need for cautious optimism among investors amid the evolving technology landscape and potential future innovations.